No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. EIN 91-0680697 NONE | Contract Administrator; Accounting (including auditing) Service code 10 | 225 SOUTH LAKE AVENUE SUITE 1200 PASADENA, CA 91101 | $6.5M |
| ANTHEM BLUE CROSS EIN 95-3760980 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Other services; Claims processing; Float revenue Service code 12 | PO BOX 629 WOODLAND HILLS, CA 91365 | $381K |
| LIBERTY DENTAL OF CALIFORNIA EIN 33-0979956 NONE | Contract Administrator Service code 13 | 3400 COMMERCE SUITE 100 IRVINE, CA 92602 | $353K |
| ANTHONY BUBENAS EIN 95-2368103 NONE | Consulting (general) Service code 16 | — | $197K |
| VISION SERVICE PLAN EIN 94-1632821 NONE | Claims processing Service code 12 | PO BOX 45210 SAN FRANCISCO, CA 94145 | $161K |
| SOUTHWEST MONEY MANAGEMENT, INC EIN 95-6055492 NONE | Investment advisory (plan) Service code 27 | 1333 S BELARDO RD 422 PALM SPRINGS, CA 92264 | $144K |
| THE HARMAN PRESS EIN 95-2280466 NONE | Other fees Service code 99 | 6840 VINLAND AVE NORTH HOLLYWOOD, CA 91605 | $123K |
| DAVID BRODY EIN 95-4778275 NONE | Accounting (including auditing) Service code 10 | 17785 CENTER COURT DRIVE SUITE 680 CERRITOS, CA 90703 | $91K |
| WOHLNER, KAPLON, PHILLIPS, YOUNG & EIN 95-4177931 NONE | Legal Service code 29 | 16501 VENTURA BLVD SUITE 304 ENCINO, CA 91436 | $79K |
| REICH, ADELL & CVITAN EIN 95-3082677 NONE | Legal Service code 29 | 3550 WILSHIRE BLVD SUITE 200 LOS ANGELES, CA 90010 | $49K |
| PHARMACY BENEFIT SOLUTIONS, INC NONE | Accounting (including auditing) Service code 10 | 8421 AUBURN BLVD SUITE 280 CITRUS HEIGHTS, CA 95610 | $44K |
| WESTCOAST MAILERS EIN 41-2039938 NONE | Other fees Service code 99 | 5630 BORWICK AVE SOUTH GATE, CA 90280 | $39K |
| SLEEP STRATEGIES EIN 81-1086846 NONE | Consulting (general) Service code 16 | 5224 SUNRAY LANE LAS VEGAS, NV 89130 | $35K |
| A J LONGO & ASSOCIATES EIN 92-2970210 NONE | Insurance agents and brokers Service code 22 | 253 N LAKE AVE PASADENA, CA 91101 | $32K |
| AMERICAN SPECIALTY NETWORK EIN 33-0571188 NONE | Other fees Service code 99 | 10221 WATERIDGE CIRCLE SAN DIEGO, CA 92121 | $27K |
| BEHAR PUBLIC RELATIONS EIN 95-3892250 NONE | Other fees Service code 99 | 12048 SULPHUR MOUNTAIN ROAD OJAI, CA 93023 | $26K |
| DIRECT CONNECTION EIN 33-0659758 NONE | Other fees Service code 99 | 1968 YEAGER AVE LA VERNE, CA 917505832 | $17K |
| AMERICAN HEALTH HOLDINGS, INC. EIN 31-1368946 NONE | Other fees Service code 99 | — | $12K |
| PODIATRY PLAN ORGANIZATION EIN 94-2684053 NONE | Other fees Service code 99 | — | $10K |
| MASTER PHARMACEUTICAL CONSULTANTS EIN 95-6057934 NONE | Consulting (general) Service code 16 | — | $10K |
| UNION BANK EIN 94-0304228 NONE | Other fees Service code 99 | 350 CALIFORNIA STREET H-1040 SAN FRANCISCO, CA 94104 | $10K |
| DEMSEY, FILLIGER & ASSOCIATES, LLC EIN 14-1841288 NONE | Actuarial Service code 11 | 21006 DEVONSHIRE SUITE 205 CHATSWORTH, CA 91311 | $5K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 14,068 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2,336 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 16,404 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 8,761 | $176.2M |
| Dental | LIBERTY DENTAL OF CALIFORNIA, INC | 4,028 | $1.4M |
| Life insurance(2 contracts, 2 carriers) | UNITED AMERICAN INSURANCE COMPANY | 10,323 | $1.4M |
| Other(2 contracts, 2 carriers) | HEALTH MANAGEMENT CONCEPTS, INC | 6,869 | $340K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,323 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.